Financial Planning Administrator - Coventry

Our clients are looking to recruit a Financial Planning Administrator to join their successful team in Coventry. They are a close-knit team within a well-established firm. They look after around 6,000 client households across the Midlands and have grown through their ethos of offering quality face-to-face financial planning advice and their commitment to building trusted and enduring relationships with clients.

The role of a Financial Planning Administrator will include:

  • Shadowing a senior administrator
  • Attending Openwork and Future Perfect training courses
  • Collating client information
  • Preparing illustrations and reports for client meetings
  • Regularly speaking with clients and brokers over the telephone
  • Producing annual portfolio reports
  • Writing Suitability Letters
  • Managing cases to completion
  • Adjusting clients’ portfolios
  • Cashflow modelling
  • Booking and confirming appointments
  • Updating our CRM system

Career Progression:

They have a structured training programme for candidates to build up the practical, background knowledge and skills to be effective Financial Planning Administrators.

After 6 months in your admin role, you’ll join a study programme with the Openwork Academy to gain the Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, while continuing with your current role.

Our client will increase your salary by £500pa as you pass each unit. Upon passing the Level 4 Diploma, you will be qualified as a Paraplanner.

To be considered for this position of a Financial Planning Administrator, you must have the following:

  • Have at least 12 month’s office experience (Essential)
  • Excellent communication skills, both written and verbal
  • Highly organised with strong attention to detail
  • IT proficient – especially in Excel
  • Have a genuine interest in financial planning

Our client is offering the successful Financial Planning Administrator:

  • £20,000-£25,000 basic salary
  • Salary increase when units passed
  • Free office parking
  • 4 weeks of paid holiday and bank holidays
  • NEST pension
  • Study Support towards further qualifications
  • Staff events

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

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